Portfolio construction is at the heart of Nebo

• Nebo incorporates term structure of expected returns.
• Nebo tells you how much volatility you need to bear to minimize shortfall risk.

Nebo integrates with financial planning tools

• Nebo picks up where financial planning tools leave off by determining the return required to achieve the client’s goals.
• Next-gen Monte Carlo simulations account for mean reversion.
• Personalized glidepaths are not a prescription for future portfolios. They are a device to assess long term viability of the Battle Plan.

Nebo has extensive customized model building capabilities

• Nebo builds multi-level models, from asset class level down to security level.
• Models reflect advisory firm’s investment philosophy and implementation.
• Nebo is open architecture, both for implementation and market views.